Washington, DC 1899 Pennsylvania Ave NW Office

Team
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,798

Across 933 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets and supported by a nationwide adviser force. The firm serves a broad client base—individuals (including HNW clients), institutional and pension/profit‑sharing plans, charitable organizations, and state and municipal entities—and offers financial planning, non‑discretionary investment consulting through its Wealth Advisory Services Program, sponsorship of wrap fee advisory programs, and institutional consulting via its Institutional Fiduciary Solutions division.

Advisors at the firm deliver tailored plans based on fact‑finding interviews, risk profiling, and software‑driven analyses (including deterministic and probability modeling), but planning and consulting relationships are generally non‑discretionary with implementation decisions left to the client. RJA and its advisers draw on a range of portfolio management styles and affiliated research and sub‑advisers (equity, fixed income, and alternative strategies), and they supplement advice with firm research and model manager options described in the Brochure.

Noteworthy for a firm of its size, RJA provides municipal advisory services and is affiliated with a municipal advisor while also acting in market‑making and execution roles in municipal and government bonds—an arrangement that is less common among peers. The Brochure also highlights the firm’s SIMPLE IRA Employer Advisory & Consulting Services Program (SIACS), which targets small employers with plan‑level oversight and customizable menus (including American Funds and a QDIA option), and describes the extensive affiliate ecosystem (banks, trust companies, insurance agencies, and in‑house asset managers) and related conflicts that the firm manages through disclosures and supervisory policies.

Based on Raymond James & Associates

Expertise

General retirement planning Retirement income strategy Business succession planning

Based on Raymond James & Associates

Occupation focus

Founder/Business Owner Executive

Based on Raymond James & Associates

Location

1899 Pennsylvania Ave NW, Ste 1000

Washington DC 20006

Advisors at this office

25

Advisors at this office

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Linda K

Series 63, Series 66

Washington, DC

Raymond James & Associates

Linda Krupka is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes multiple portfolio management styles supplemented by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Seth W

Series 63, Series 65

Washington, DC

Raymond James & Associates

Seth Wernick is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Woodmont, Deutsche Bank Securities Inc., and Citigroup Global Markets. He serves as 1st Vice President at Woodmont in an unpaid capacity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Samuel C

Series 63, Series 65

Washington, DC

Raymond James & Associates

Samuel Courtney is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a partner and advisor at The College Funding Coach, a college consulting business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting through non-discretionary services and offers municipal advisory roles, supporting clients with a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Homer G

Series 63, Series 65

Washington, DC

Raymond James & Associates

Homer Garrison III is a financial advisor with Raymond James & Associates. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Raymond James, he worked at Merrill and has a background that includes roles outside the financial sector. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Zara S

Series 66

Washington, DC

Raymond James & Associates

Zara Smith is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Clearing, H&R Block, and Overseas Military Sales Corp. (OMSC). Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeremiah F

CFP®, ChFC®, Series 63, Series 65

Washington, DC

Raymond James & Associates

Jeremiah Fitzgibbons is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently with Raymond James & Associates, where he has worked since 2025. Prior to this, he spent eight years at Northwestern Mutual Wealth Management Company and eleven years at its affiliated entities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mark M

Series 63, Series 65

Washington, DC

Raymond James & Associates

Mark Murphy is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes prior roles at Janney Montgomery Scott, Morgan Stanley, and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael F

Series 63, Series 65

Washington, DC

Raymond James & Associates

Michael Feeley is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Retirement Wealth Advisors, Inc. and Monumental Financial Group. He is based in Washington, DC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, investment consulting, and specialized municipal advisory services through a variety of portfolio management approaches.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jared W

Series 63, Series 66

Washington, DC

Raymond James & Associates

Jared Williams is a financial advisor with Raymond James & Associates in Washington, DC. He holds Series 63 and Series 66 designations and has 15 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Edward M

Series 63, Series 66

Washington, DC

Raymond James & Associates

Edward Mandel is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Harbert Pioneer Fund, MBI Inc, Blue Pool Capital, Columbia Threadneedle Investments, and William Blair & Company. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles, affiliated research, and model manager options, with notable services in municipal advisory and small employer retirement plan consulting.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Warren W

Series 66

Washington, DC

Raymond James & Associates

Warren Wright is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Raymond James since 2014. He serves as a trustee for a family marital trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeffrey L

Series 63, Series 65

Washington, DC

Raymond James & Associates

Jeffrey Laborde is a financial advisor with Raymond James & Associates in Washington, DC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and state and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kristopher M

Series 66

Washington, DC

Raymond James & Associates

Kristopher Morin is a financial advisor at Raymond James & Associates with prior experience at PNC Private Bank and Furey, Doolan & Abell, LLP. He holds a Series 66 designation and is based in Washington, DC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Richard C

Series 63, Series 65

Washington, DC

Raymond James & Associates

Richard Courtney is a financial advisor with Raymond James & Associates in Washington, DC. He holds Series 63 and Series 65 credentials and has 42 years of industry experience, including 10 years with his current firm. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

David S

Series 66

Washington, DC

Raymond James & Associates

David Shepard is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at the Bishop John T. Walker School for Boys and St. Albans School. Outside of his advisory role, he is a partner in a rental real estate business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on diverse portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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